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VERUS FINANCIAL GROUP
Legal name: VERUS CAPITAL VENTURES, INC.
CRD 315153File 801-129875
APPROVED
Retail clients
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$158.7M
Bottom 25% of cohort (national)
Discretionary AUM
$150.8M
Non-discretionary $7.9M
Clients
388
752 accounts
Employees
8
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 11, 2024
- Principal office
- 14141 SOUTHWEST FREEWAY, SUITE 150, SUGAR LAND, TX, 77478
- Phone
- 713-909-3188
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $158.7M
- Discretionary AUM
- $150.8M
- Non-discretionary AUM
- $7.9M
- Discretionary accounts
- 745
- Non-discretionary accounts
- 7
- Total accounts
- 752
- AUM per client
- $409K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $88.7M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 349 | $68.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.